Newbridge Financial Services Group’s Weyerhaeuser WY Stock Holding History

Newbridge Financial Services Group’s Portfolio WY Stock Details WY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$41.6K	Hold	1,703	–	–	0.01%	467
2025 Q4	$40.3K	Hold	1,703	–	–	0.01%	477
2025 Q3	$42.2K	Hold	1,703	–	–	0.01%	551
2025 Q2	$43.8K	Hold	1,703	–	–	0.01%	532
2025 Q1	$49.9K	Sell	1,703 -309	-15%	-$9.2K	0.01%	371
2024 Q4	$56.6K	Buy	+2,012	New	+$62.8K	0.01%	377
2024 Q3	–	Sell	-1,953	Closed	-$55.4K	–	1124
2024 Q2	$55.4K	Hold	1,953	–	–	0.02%	358
2024 Q1	$70.1K	Sell	1,953 -580	-23%	-$19.6K	0.03%	338
2023 Q4	$88.1K	Hold	2,533	–	–	0.04%	296
2023 Q3	$77.7K	Hold	2,533	–	–	0.04%	340
2023 Q2	$84.9K	Hold	2,533	–	–	0.04%	344
2023 Q1	$76.3K	Hold	2,533	–	–	0.04%	368
2022 Q4	$78.5K	Hold	2,533	–	–	0.05%	355
2022 Q3	$72K	Hold	2,533	–	–	0.04%	364
2022 Q2	$84K	Hold	2,533	–	–	0.05%	293
2022 Q1	$96K	Hold	2,533	–	–	0.05%	313
2021 Q4	$104K	Sell	2,533 -466	-16%	-$17.7K	0.05%	300
2021 Q3	$107K	Hold	2,999	–	–	0.07%	260
2021 Q2	$103K	Hold	2,999	–	–	0.06%	279
2021 Q1	$107K	Sell	2,999 -200	-6%	-$6.81K	0.08%	243
2020 Q4	$107K	Sell	3,199 -800	-20%	-$24.1K	0.09%	215
2020 Q3	$114K	Buy	+3,999	New	+$110K	0.11%	182

Other funds holding WY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Newbridge Financial Services Group's WY Position: Q1 2026 in Review

Newbridge Financial Services Group held its Weyerhaeuser (WY) position steady in Q1 2026 at 1,703 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #467.

Newbridge Financial Services Group first reported a position in WY in Q3 2020 and has held it in 22 quarters since. The position peaked at $114K in Q3 2020. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

Newbridge Financial Services Group held 1,703 shares of Weyerhaeuser worth $41.6K as of Q1 2026.
Newbridge Financial Services Group left its Weyerhaeuser share count unchanged in Q1 2026.
Weyerhaeuser made up 0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #467 holding.
Newbridge Financial Services Group first reported a position in Weyerhaeuser in Q3 2020 and has held it in 22 quarters since.
Newbridge Financial Services Group's Weyerhaeuser position peaked at $114K in Q3 2020.
895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.